Oakley Allen is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Elevated Capital Advisors since 2017 and also works with Global Plains ADV Group. Outside of his advisory role, Oakley is involved in the sale of life insurance and fixed annuities. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis, using tools like Riskalyze to tailor asset allocation strategies and offers both discretionary and non-discretionary portfolio management through a network of independent advisors.

Scott Dougan is a financial advisor with Elevated Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Elevated Capital Advisors since 2017 and previously spent three years at Global Financial Private Capital. Outside of his primary advisory role, he is the owner of Global Plains Advisory Group, where he recommends annuity and life insurance products, and he is a partner at Emerging Advisor, providing training and consulting to other advisors. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment process and provides a range of portfolio management and consulting services.

Joseph Wild is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bank, Advisors Excel, and Bankers Life. Outside of finance, he was involved with Wildcat Creek Fitness. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients, providing investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management and access to various custody and trading platforms.

Tyler Moison is a CFP® with five years of industry experience, currently serving as a financial advisor at Elevated Capital Advisors, LLC. His prior experience includes roles at Elevated Retirement Group, Advisors Excel, Target, and Waddell and Reed. In addition to his advisory work, he is licensed to sell insurance, dedicating part of his time to that activity. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and offers various portfolio management and consulting services through a network of independent advisors.